Our Partners

Financial Service Data Partners


We partner with the leading financial service data providers, financial consulting firms and integration applications.


Partners such as Albridge Solutions, Laser App and Black Diamond allow us to provide a high level of quality and service to our clients and sharholders through our knowledge, experience and technical expertise


Our collaboration with these businesses not only allows for the convergence of large amounts of data, but also gives you the chance to efficiently manage your assets and business without having to invest all of your valuable time

At Sycamore Company, we partner with the leading financial service data providers, financial consulting firms and integration applications in order to offer the foundation for financial firms to influence a source of consistent data. In turn, this will allow us to drive various technology applications.

First and foremost, we are a Salesforce ISV application provider, where we build financial management software applications 100% native to the Salesforce platform that can be further customized to our clients needs.

In addition, Sycamore Company also partners with Albridge Solutions, Advance Force and Skyvva. These leading partnerships allow us to provide a high level of quality and service to our clients and shareholders through our knowledge, experience and technical expertise. Furthermore, our collaboration with these businesses not only allows for the convergence of large amounts of data, but also gives you the chance to efficiently manage your assets and business without having to invest all of your valuable time in data management.

Support Login

Independent, unbiased source of research and insight, Beacon Strategies, LLC has grown to become the go-to expert in financial technologies. With access to hundreds of top financial decision-makers, executives at solutions vendors, and senior managers at clearing and custody firms, Beacon also is a focal point for defining cutting-edge industry trend and best-practices. Since its formation, the firm has expanded its staff and expertise in technology infrastructure planning, change implementation, and advisor-facing applications and reporting systems. Beacon’s clients for customized research and consulting include broker-dealers, technology solution providers and investment product manufacturers. All Beacon clients receive tangible, actionable advice and perspectives that combine qualitative strategic and environmental analysis with quantitative market and product research.

Visit Beacon Strategies

DST Vision(TM) is designed to give independent advisors an easy-to-use, one-stop information source for customer positions held directly with fund families and variable annuity providers. With a single ID and password, advisors have access to account management tools including transaction processing capabilities, customizable client portfolios, and access to electronic statements. For more information, please visit

Entreda is the leading provider of comprehensive cybersecurity software, systems and training to the independent financial advice and healthcare industry.  Entreda developed its award-winning Cyber Risk Number platform, Unify, to help regulated industries monitor and protect client information and assets with the highest standards of security. Entreda's senior leadership team has over 100 years of combined experience in cybersecurity technology and 40 years of combined experience in the financial services (RIAs and Broker Dealers) and Healthcare industries. 

Formstack is a workplace productivity solution built to transform the way people collect information and put it to work. With its powerful data collection and process automation capabilities, Formstack reduces data chaos and solves important business problems.

Arcus Partners empowers financial services companies to extend the value of their digital
assets with future-proof, cloud-based digital data solutions. With more than 30 years of
experience in capital markets, securities back-office operations, data aggregation and system
integration, we help broker-dealers, FCMs, wealth managers and financial advisors gain instant
access and greater value from their mission-critical data.
We achieve this by helping firms digitally transform their operational and revenue models for
greater growth and profitability – rapidly, and at a fraction of the cost of other options. By
leveraging the power of the Salesforce platform, data warehouse and microservices
architectures, artificial intelligence, blockchain technology and smart contracts, we can optimize
your operations while bridging the technology gap between your current requirements and
future business initiatives.
Our Finity360™ cloud-based digital data and document management solutions, system

integration and Salesforce automation services help firms increase operational efficiencies by
maximizing the functionality and utilization of their CRM and back-office systems.
For more information, visit

Quik! is an easy to use forms solution that integrates with your data to prefill and sign forms. Save time filling out forms by entering data once and having it automatically fill in all of your forms, email your forms to clients to work on, then e-sign or print to PDF. Make collecting data through forms easier for you, your staff, and, most importantly, your clients. Learn more at:

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in California, Arizona and Georgia. For more information, visit

CapitalRock, the makers of RightBridge systems, develops data analytics and product selection technology for the financial services industry. In light of the current regulatory environment CapitalRock has enhanced its product selection and validation technologies, including the Annuity Wizard, Life Insurance Wizard, Investment Wizards, and the Product Profiler. The Suggestion Engine mines current customer data for additional opportunities. CapitalRock Solutions have been widely adopted across large banks, broker dealers and insurance companies.  Key differentiators for RightBridge systems include the configurable scoring engine and ReasonText™ which explains and justifies recommendations.  CapitalRock was founded in 2007 and its founders have over 25 years of experience developing fintech.

The Sycamore - Rightbridge integration allows a user to send Client Account data to Rightbridge with the click of a button and keeps a record of the recommended product and report in Salesforce.

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways. Privacy Statement:

Advizr, based in New York, N.Y., is dedicated to creating software that will expand consumer and advisor access to high-quality financial planning services in an accessible format. The powerful, automated, interactive financial planning solution empowers advisors to serve their clients in a cost-effective way, regardless of net worth.

OwnBackup accelerates business growth through automatic and complete Salesforce data protection. Our platform provides a comprehensive Salesforce backup and recovery solution that minimizes user-inflicted data loss risk and costs, supports regulatory compliance, and builds business resiliency. With OwnBackup data protection, your organization can avoid unexpected detours along your digital transformation journey.

NetDocuments is the trusted cloud platform that brings together best-in-class technology into one powerful solution for your document management, email management, collaboration, and governance needs

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than 1800 firms, have over $800 billion in AUA, and over 3 million accounts. For more, please visit or follow our news and insights via our blog.

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their businesses.

Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-lling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than lling out paperwork. Founded in 1995 by nancial advisor Ed Beggs, Laser App has pioneered forms-lling in the nancial services industry. For more information on Laser App, visit

CSI - delivers core processing, managed services, mobile and Internet solutions, payments processing, print and electronic distribution, and regulatory compliance solutions to financial institutions and corporate customers across the nation